Jacob Wallick, financial advisor Columbia SC

Jacob Wallick

CRD Number: 6833925
Current Firm: Wallick Investments, LLC

Jacob Wallick (CRD# 6833925) is an Investment Advisor Representative working at Wallick Investments, LLC in Columbia, SC and has over 6 years of experience in the finance industry.

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Davinci Financial Designs
Company Name Location Dates Years
Deutsche Bank Jacksonville, FL Jun 2016 - Jun 2017 1
University Of South Carolina Columbia, SC Aug 2012 - Jun 2016 3
Miyo's Asisan Cuisine Restaurant Columbia, SC Jan 2014 - May 2016 2
Wallick Investments, LLC Columbia, SC Jun 2015 - Jan 2016 < 1
Summit Neighborhood Board Columbia, SC May 2014 - Aug 2014 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2017
Contact Info for Jacob D. Wallick
Phone Number: 803-699-9400
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    100
    MILLIONS
  • Total Number of Accounts
    225
    ACCOUNTS
  • Average Account Value
    $442,382
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

NC, SC

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